Account Manager
About this role
Account Manager - Bond & Specialty Insurance - Commercial Surety
What Is the Opportunity?
Perform standard duties utilizing developed procedures on assignments of moderate complexity. Follows standard policies to complete work. Works within moderate limits to process applications. Possesses procedural knowledge and skills that enable task accomplishment.
Strong preference for individuals with Surety experience.
What Will You Do?
May include all or the majority but not limited to these components:
(ML-Management Liability/O-Operations, S-Surety)
- Pre-quote and post-bind u/w activities, by account (ML, O):
- Bills, assembles and distributes Bond products according to procedural guidelines.
- Books and issues (O).
- Understands policy documents:
- Solicitation requirements (O).
- Pre-populates Workbook with easily-available financial and other data (O, ML).
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